InvestSMART

REI Australian Shares Sup - Managed Fund

Fund Objective
The fund invests 100% in Ibbotson Australian Shares Active Trust.
Fund Strategy
The fund invests 100% in Ibbotson Australian Shares Active Trust.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 1.57% 0.19% 4.1% 8.85% 12.65% 12.49% 10.33% 9.45%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (S&P/ASX 200 TR AUD)
Total return 1.78% 0.36% 3.06% 7.37% 11.2% 9.81% 10.21% 10.12%
As at 31 Jan 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Australian Equities
95.82%
International Equities
4.26%
Cash
-1.04%
Property & Infrastructure
1.31%
Fixed Interest
-0.33%
Alternatives
-0.02%

General Information

Fund Details
Type Description
REI Australian Shares Sup
REI Superannuation Fund Pty Ltd
Equity Australia Large Blend
Not Rated
Superannuation Fund
1 Aug 2006
$10514375 million (as at 31 Jan 2026)
n/a
$1E-05 (as at 24 Sep 2014)
Open
Offer information
Type Description
MER 0.45% (as at 1 Dec 2025)
Indirect Cost Ratio (ICR) 0.46% (as at 30 Jun 2013)
Minimum initial investment $50,000
Minimum additional investments $5,000.00
Minimum redemption amount $5,000.00
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FAQs about the REI Australian Shares Sup

The objective of the REI Australian Shares Sup managed fund is The fund invests 100% in Ibbotson Australian Shares Active Trust.

The strategy of the REI Australian Shares Sup managed fund is The fund invests 100% in Ibbotson Australian Shares Active Trust.

The APIR code of the REI Australian Shares Sup managed fund is .

REI Australian Shares Sup’s total return last month was 1.57%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jan 2026.

REI Australian Shares Sup’s total return for the last three months was 0.19%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Jan 2026.

REI Australian Shares Sup’s one-year total return is 8.85%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jan 2026.

REI Australian Shares Sup’s one-year total return is 12.49%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jan 2026.

The asset allocation of the REI Australian Shares Sup managed fund is :

Australian Equities
100%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the REI Australian Shares Sup managed fund is REI Superannuation Fund Pty Ltd.

The REI Australian Shares Sup managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 Jan 2026, the size of the REI Australian Shares Sup managed fund was $10514375 million.

The REI Australian Shares Sup managed fund has an inception date of 1 Aug 2006.

The current entry price of the REI Australian Shares Sup managed fund is $ per unit and the current exit price is $1E-05 per unit (as at 24 Sep 2014).

The current exit price of the REI Australian Shares Sup managed fund is $1E-05 per unit and the current entry price is $ per unit (as at 24 Sep 2014).

The minimum initial investment amount for the REI Australian Shares Sup managed fund is $50,000. Minimum additional investment is $5000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.